Summary of Changes

summary of changes for the 1108 and CA-1122.docx

Statement of Recovery Forms

Summary of Changes

OMB: 1240-0001

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SUMMARY OF CHANGES FOR 2018

CA-1108, STATEMENT OF RECOVERY LETTER WITH LONG FORM

CA-1122, STATEMENT OF RECOVERY LETTER WITH SHORT FORM


1. CA-1108


PAGE 1


REVISED NUMBER 9, 11, AND 17 to make it easier to complete the form.


#9. Current



Attorney’s Fees – Enter the percentage charged by the attorney OR enter the actual fees paid to the attorney. The amount entered in the designated space will automatically calculate Line 9. (SEE INSTRUCTIONS)


(______%) OR ($____________) ____________


#9. Revised


Attorney Fees (Fees must be reduced by the percentage(s) entered on

Lines 4, 6, or 7) **SEE INSTRUCTIONS BEGINNING ON PAGE 4.


Enter the percentage charged by the attorney fee here: ______________%

OR

Enter the actual fees paid to the attorney here: $__________ _____________




#11. Current



Costs of suit or settlement - (Insert total costs here: $_______) Required

adjustments for loss of consortium and/or wrongful death or survival will be

calculated automatically and entered on Line 11, if any percentages were

entered on Lines 4, 6 or 7. SEE PAGE 4 OF INSTRUCTIONS FOR AN

AN EXPLANATION OF THE CALCULATIONS. _______________


#11. Revised


Costs of suit or settlement (Costs must be reduced by the percentage

entered on Lines 4, 6, or 7)** SEE INSTRUCTIONS BEGINNING PAGE 5.


Enter total costs here: $__________ ________________

#17. Revised (Added another asterisk only to reflect change in note on bottom of page.



#17.


Current


Government’s Allowance for Attorney’s Fees (% on Line 9 x Line 16) (This amount does not include a reduction for costs)**


Revised


Government’s Allowance for Attorney’s Fees (% on Line 9 x Line 16) (This amount does not include a reduction for costs)***



After #19. Added a new note.


Current


*NOTE: If the recovery was from both a Wrongful Death action and a Survival action, a separate CA-1108 must be prepared for each cause of action.


** Pursuant to the statute, “the beneficiary is entitled to retain, as a minimum, at least one-fifth of the net amount of the money or other property remaining after the expenses of a suit or settlement have been deducted; and in addition to this minimum and at the time of distribution, an amount equivalent to a reasonable attorney’s fee proportionate to the refund to the United States.” This is captured in Lines 13 and 17.


Revised


* NOTE: If the recovery was from both a Wrongful Death action and a Survival action, a separate CA-1108 must be prepared for each cause of action.


** The regulations require attorney’s fees and costs to be reduced by the percentage(s) of the gross recovery allocated for loss of consortium, wrongful death and/or survival on Lines 4, 6, or 7.


*** Pursuant to the statute, “the beneficiary is entitled to retain, as a minimum, at least one-fifth of the net amount of the money or other property remaining after the expenses of a suit or settlement have been deducted; and in addition to this minimum and at the time of distribution, an amount equivalent to a reasonable attorney’s fee proportionate to the refund to the United States.” This is captured in Lines 13 and 17.


FOR ITEMS 1-19, SHADED THE AREAS IN THE RIGHT HAND COLUMN TO MAKE IT EASIER TO READ


FOR EXAMPLE


CURRENT


_______________________



REVISED

Shape3

___________________________

PAGE 2

Under Certification


Current:


_____________________________________________________________

This space for use by the Dept. of Labor or U.S. Postal Service only)


Revised:

________________________________________________________________

This space for use by the Dept. of Labor only)


PAGE 4 (Instructions)


Top of page after 1st sentence


Current:


*Distribution of the proceeds from the third-party recovery must be made in accordance with 5 U.S.C. 8132.*


Revised:


*Distribution of the proceeds from the third-party recovery must be made in accordance with 5 U.S.C. 8132.*

Using the form’s automatic calculations will help to avoid error.


Line 9- Attorney’s Fees


Added the following statement at end. Using the form’s automatic calculations will help to avoid error.

Current:


Line 9 - ATTORNEY'S FEES – Reasonable attorney’s fees actually paid, up to a maximum of 40% of the gross recovery, may be deducted from Subtotal C. OWCP or SOL (or whoever else has been delegated the authority) determines whether a fee is reasonable. The fee will be calculated automatically when the attorney’s fee percentage is entered in the designated space on Line 9. If a percentage is not entered but the amount of the fees paid is entered, the percentage will be calculated automatically by dividing the amount of the total fee charged by the amount of the gross recovery on Line 1 (total fee divided by gross recovery). The amount automatically entered on Line 9 will be calculated by multiplying Line 8 (Subtotal C) by the attorney’s fees percentage.


Revised:


Line 9 - ATTORNEY'S FEES – Reasonable attorney’s fees actually paid, up to a maximum of 40% of the gross recovery, may be deducted from Subtotal C. OWCP or SOL (or whoever else has been delegated the authority) determines whether a fee is reasonable. The fee will be calculated automatically when the attorney’s fee percentage is entered in the designated space on Line 9. If a percentage is not entered but the amount of the fees paid is entered, the percentage will be calculated automatically by dividing the amount of the total fee charged by the amount of the gross recovery on Line 1 (total fee divided by gross recovery). The amount automatically entered on Line 9 will be calculated by multiplying Line 8 (Subtotal C) by the attorney’s fees percentage. Using the form’s automatic calculations will help to avoid errors.


PAGE 6 (Instructions)


Revised the address for sending a refund check



Current:


U.S. Department of Labor

Office of the Solicitor

200 Constitution Avenue NW, Room

S4325

Washington, DC 20210



Revised:


U.S. Department of Labor

Office of the Solicitor

Division of Federal Employees’ and Energy Workers’ Compensation

200 Constitution Avenue NW, Room S4325

Washington, DC 20210



2. CA-1122


There were no major changes to this form. For ease of reviewing, shaded every other line and also revised where each numbered line had the same number for the line in the right-hand column next to it.


For Example:

Current


_______________________



Revised

Shape4

___________________________


Current



1. Gross Recovery (Entire Amount of the Award) $ _______________________


Revised


1. Gross Recovery (Entire Amount of the Award) $ 1.$ _____________________





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File Typeapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
AuthorSharpless, Marcus J - OWCP
File Modified0000-00-00
File Created2021-01-20

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